Maintaining a good relationship with customers is essential for the proper functioning of a business. And that is what salesforce field service takes care of. It is one of the main CRM and Cloud Computing solutions on the market that you can use intuitively. It will help you get more sales and more information about the users of your project.
But you often face some problems while using Salesforce and don’t know how to navigate some of its features? For example, how to delete an opportunity in Salesforce?
Let’s find the answers in this article.
What Is The SalesForce?
When we talk about the Salesforce, we refer to the resources, human and material, available to a company for marketing its products or services. Thus, the main objective of a company translates into obtaining the maximum yield from these resources. It allows achieving a good balance between investment and sales, resulting in the best profit margins.
Salesforce Implementation is a CRM, that is, customer relationship management software. Its main feature is that it is cloud-based. Therefore, it provides and saves relevant data on organization, sales, marketing, e-commerce, and customer service in the cloud.
Besides, its objective is to provide a unified view of users on a single platform through B2B and B2C modalities. This means that it is directed both from companies to companies and from companies to final consumers.
The implementation of Salesforce in a business can be a turning point. It can help you raise the level of quality in customer service while centralizing the company’s activity in a single CRM. It also offers you all the information, generates reports, and facilitates your management.
How to Delete an Opportunity in Salesforce?
Deleting opportunities in Salesforce is an effortless task if you know your way. But, for that, the opportunity must be free, i.e., there should be no quotes connected.
Here is how it is done:
- Go to the homepage of Salesforce.
- Find the ‘opportunity’ button just next to the ‘Home’ button.
- Click on the button ‘Opportunities.’ You will see a window with a list of your available opportunities.
- Select the opportunity you want to delete.
- Next, click on the more significant to see more options where you will find the delete button.
- Click on delete.
- It will open a box where you need to confirm whether you want to delete it or not.
- Click again on ‘delete,’ and there you are done.
When you delete an opportunity, it wipes out all the data related to it. The data includes notes, quotes, attachments, PDFs, tasks, events, and histories. Only the contacts and accounts are available.
Who has the authority to delete an opportunity?
Not anyone can delete an opportunity in Salesforce. You can delete it if you are either,
- And admin of the software
- The owner of that particular opportunity
- Any user who has the owner under them in the organization.
You will need permission before deleting an opportunity.
How to Restore a Deleted Opportunity?
Any deleted opportunity will move to the recycle bin. However, you can easily restore that opportunity from the bin. But if any related data is missing, it might not be properly restored.
Why Choose Salesforce?
Salesforce is one of the most significant CRMs on the market and will help you go further with your customers.
Salesforce partners like inovi solutions provide customized services throughout the Salesforce ecosystem, such as:
- Commerce Cloud
- Marketing Cloud and many more.
They can also help you transform your business implemented Salesforce into your B2C and B2B strategy. A team of experts will analyze your project and propose the best solution to integrate Salesforce into your day-to-day business.
So if you are not even an expert in handling Salesforce CRM, there are options available.
Salesforce has become the world’s largest cloud business ecosystem. That’s one of the main features of the Sales force. It allows companies of all types and sizes to connect with their customers anywhere. So, when little problems and concerns come up, like how to delete an opportunity in Salesforce, do not worry. There are simple solutions to everything you will get all information.